This is my third of three scheduled DTO (discretionary time off) days, and the timing couldn’t be better.When you live alone, there’s exactly one of you to meet the repair people. OK—two, if you count Carolyn. Three, if you count my sister. Four, if you count my nephew. But for dramatic effect, let’s just say: […]
The Case of the Stubborn Garage Door (and the Forgotten 401(k)) Read More »
It’s been fun for many years to watch clients meet and exceed their dreams. Many wanted to retire and have very successfully done so. I know I could do that, but I don’t want to. I don’t want to because I’m having so much fun doing what I’m doing! Some of what I’m doing these
Retirement Isn’t the Goal – It’s Time to Dream Bigger Read More »
If you read any articles, you’ve seen plenty about this subject. No, I’m not talking about football this time—Go Vols! I actually wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement. Don’t worry, I’ll keep it short. 1. Retirement versus financial independence: what’s your goal? This is a
The Playbook for Retirement: Goals for a Winning Exit from the Workforce Read More »
When you adopt a dog, you commit yourself to change. There is no way around it. It means a new addition to the house and everyone who lives there will be affected. In 2011, our newest member was Aibee (named from the movie THE HELP, because she is good, she is smart, and she is
Mutts and Money: A Tale of Embracing Change Read More »
If you’re nearing your 62nd birthday, get ready! The time has come to decide when and how to start collecting your Social Security benefits. I know you’re thinking: “When should I start collecting?” I’ll let you know now that the answer depends on you and your unique situation. However, the current window to collect Social
To Claim or Not to Claim: When Should You Collect Social Security? Read More »
You’re never too young (or young at heart) to begin building an investment portfolio! Actually, investing when young has the potential to produce impactful earnings gains. And that’s because of a concept called compounding. Like a snowball that grows as it rolls down a hill, compounding gives your money the opportunity to grow, continually reinvesting
Here’s Why You Should Start Investing When You’re Young Read More »
The cost of care for our elderly continues to rise. If you have aging parents who need assistance, there are important considerations and resources that can help them grow old gracefully. Depending on their independence, your parents may be able to continue living in their current home. However, you may need to make safety modifications,
Caring for Aging Parents Read More »
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